Tata Large and Mid Cap Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -2.87 | 1.02 | 94.8% | 99.7% | -14.2% | -10.9% |
| 3 Years | -0.76 | 0.96 | 92.0% | 92.5% | 5.6% | 6.4% |
| 5 Years | +2.19 | 0.91 | 89.6% | 85.9% | 7.5% | 5.2% |
| 7 Years | +2.86 | 0.87 | 87.3% | 83.5% | 12.4% | 10.0% |
| 10 Years | +1.73 | 0.88 | 88.4% | 85.6% | 11.6% | 10.3% |
| 12 Years | +3.25 | 0.88 | 89.4% | 84.9% | 12.0% | 9.0% |
| 15 Years | +3.46 | 0.88 | 89.6% | 84.5% | 12.5% | 9.4% |